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Best financial advisors in Lakeway, TX

Registered advisers within 25 miles of Lakeway, TX.

Offices
1,006
Firms
571
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,998 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
FIFTH LANE CAPITAL, LP
SAGA VENTURES MANAGEMENT, LLC
BANNER VC MANAGEMENT, LLC
PRINCIPIA VENTURES LLC
BELTON CAPITAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
MUCKER EARLY, LLC
MUCKERLAB, LLC
FORTERRA LAND DEV FUND MGR
SCOUT VC, LLC
ELSEWHERE PARTNERS, LLC
HELIOS FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
GRANITE CHIEF
PNC WEALTH MANAGEMENT LLC
REAL-IMPACT CAPITAL MANAGEMENT, LLC

Investors

Alexandra A Smith
Secia R Zappitielli
JAVIER RAMOS
VICTOR KENT JOHNSON
Marshall Hale Kincannon
Matthew Lloyd Gilbertson
CATHLEEN KNIPPA WENGER
Lauren Elizabeth Gwinn
Matthew Louis Aulbach
MELISSA LEN KNIPPA
Jonathan C Block
Sloane Isabel Saitoc
RICHARD DEREK BRADY
Zachary Gordon
CAROLINE DIANA CHO
Matt Williamson
Matthew Chad Stephens
Sara Feizabbasi
Joseph Wallace
JOSHUA JOHNSON

Within 25 miles of Lakeway, TX, Best Investors lists 571 registered investment advisory firms with 1,006 offices nearby, managing about $19.9T in combined regulatory AUM across 3,203,998 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Lakeway

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM